Onboarding Consultant

Posted 19 Days Ago
Be an Early Applicant
Sydney, New South Wales, AUS
Hybrid
Junior
Software
The Role
Onboard and train real-estate customers on the PropertyMe CRM, manage data migrations, respond to support tickets, run check-in calls, ensure SLAs, coordinate website requirements, and support the Onboarding and Data Service team.
Summary Generated by Built In

Join the National Leader in Cloud-Based Property Management 

Our Story: 🏡 

 

PropertyMe is Australia’s #1 property management platform with over 60% market share. PropertyMe is used by more than 35,000 real estate professionals to manage over 1.8 million properties. 

 

Join a growing team, in a growing business as we continue to consistently grow our core business and also expand into exciting new markets and products. 

Your work will impact the day-to-day lives of millions of Australian real estate professionals, tenants and owners. 


Your Mission:
We want to make real estate professionals' lives easier by helping them get the most out of the PropertyMe platform. You'll ensure Property Managers, Agents, and Teams can spend less time on admin and more time on meaningful conversations that help people find their dream home. Your role will be to onboard new customers across our full suite of products, guide them through the platform, and empower them to work smarter, not harder.
What You Bring:
A team player with a warm and welcoming approach to both customers and team members. A people person who thrives on being challenged and can keep their cool under pressure. Next-level organisation and efficiency with an acute eye for detail.
You will need Real Estate or Proptech industry experience to empathise and instil confidence in your excited, nervous, time-poor customers and understand their unique learning needs to customise a training plan that best supports them across our various product suites. You will do this by helping them streamline workflows, manage contacts, and maximise their productivity, however they choose to use the platform. Processes, checklists, and an amazing team of dedicated professionals who genuinely love to welcome and onboard new clients will support you. You'll also need to love your numbers, your skill and expertise will help determine our customers' success and PropertyMe's reputation for excellent customer service.
This role will:

  • Initiate onboarding and training plans tailored to each customer's product mix and needs
  • Check-in calls throughout the onboarding journey to ensure customer satisfaction and success
  • Create conversion balances
  • Responding to support tickets
  • Phone and Zoom support
  • Data migration support and troubleshooting across multiple products
  • Coordinate and support data transfers
  • Assist clients with receipting/reconciling their accounts
  • Ensure clients are responded to within agreed SLAs
  • Assist the Onboarding and Data Service team as required
  • Confidently navigate through internally used programs such as Slack, Trello, Zoom, Salesforce and Zendesk
  • Gather website requirements and coordinate with the website team
  • Assist the website team as required

 

If you can share examples of the above traits and talk through scenarios that let these attributes shine we would love to chat with you. 

 

The Benefits and Perks🪴 

 

  • A nurturing and empowering team to help you reach your full potential 
  • Hybrid work environment 2 days from office 
  • Beautiful office in Sydney CBD 
  • Vibrant culture 
  • Regular milestone parties 
  • Job security working for one of Australia's leading PropTech companies 

 

 

It’s uncertain times at the moment, but there’s nothing uncertain about the opportunity here at PropertyMe, We’re building something special and we want to chat to you about joining us, no matter your background. Apply now or check out our People & Culture team on LinkedIn, we’re always open for a chat! 

Skills Required

  • Real estate industry experience
  • Experience with CRM onboarding and training
  • Experience with data migration support and troubleshooting
  • Ability to create conversion balances and reconcile CRM accounts
  • Proficiency with Slack, Trello, Google Suite, Salesforce and Zendesk
  • Experience providing phone and Zoom support and responding to support tickets
  • Strong organisation, attention to detail, and customer-facing communication skills
  • Ability to meet SLAs and follow established processes and checklists
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The Company
HQ: Sydney, New South Wales
102 Employees
Year Founded: 2013

What We Do

PropertyMe is Australia's #1 property management platform. We’re the secret tool inside every successful Property Manager’s pocket and the software of choice for over 5,000 agencies across Australia. Collectively, our customers manage over 1.5 million properties with our cloud-based solution. Discover the joy of genuine automation, bill like a boss, streamline workflows, and experience the power of our Unified Inbox for seamless communication. Our mission: simplify your tasks so you spend less time on the mundane and more time on what matters most. We also provide swift migration with our proprietary tool MigrateMe, endless access to free online training, fast and friendly support, and no lock-in contracts. Learn more at propertyme.com.au

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